The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Episodes, Guests & AI Summaries

Episodes (Page 2)

20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

Feb 16, 2026 · 01:27:38

✨ Agentic AI threatens SaaS by reducing switching costs.

Sebastian Siemiatkowski

01:27:38

20Sales: Inside ElevenLabs $330M ARR Sales Machine | The 20x Sales Comp Plan Reps Must Hit | How to Land and Expand in a World of AI | Why Product-Market-Fit is BS, Reps Should Not Be in the Office and Outbound is King with Carles Reina

Feb 14, 2026 · 01:14:44

✨ ElevenLabs scaled to $330M ARR with a unique sales strategy.

Carles Reina

01:14:44

20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded

Feb 12, 2026 · 01:21:52

✨ Anthropic's Superbowl ad sparks debate on AI's market impact and future ARR.

01:21:52

20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z

Feb 9, 2026 · 01:24:15

✨ Anish Acharya discusses SaaS, AI's impact on margins, and the AI market.

01:24:15

20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen

Feb 7, 2026 · 54:18

✨ Ariel Cohen discusses Navan's public market performance and its AI customer service.

Ariel Cohen

54:18

20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Feb 5, 2026 · 01:34:19

✨ SpaceX acquires xAI; discussion on the 2026 SaaS market collapse.

01:34:19

20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy

Feb 2, 2026 · 01:08:22

✨ Oren Zeev on the high failure rate of funds and unrealistic growth expectations.

01:08:22

20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix

Jan 31, 2026 · 01:01:24

✨ Wix CMO Omer Shai details building a $100M marketing machine.

Omer Shai

01:01:24

20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance

Jan 29, 2026 · 01:15:55

✨ Brex acquired by Capital One; a16z companies' AI revenue breakdown.

01:15:55

20VC: From Only OpenAI to Die-Hard Anthropic: The Downfall of OpenAI in Enterprise | Harvey vs Legora: Legal AI is a Winner Take All | $7M ARR in a Single Day and Raising $200M Across 3 Rounds with No Deck with Max Junestrand, CEO @ Legora

Jan 26, 2026 · 01:03:20

✨ Legora, a legal AI company, scaled rapidly with $200M raised across three rounds.

Max Junestrand

01:03:20

20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)

Jan 24, 2026 · 42:54

✨ Harry Stebbings shares fundraising lessons, including securing $70M via WhatsApp.

42:54

20VC: Sam Altman vs Elon Musk: The $100BN Battle | The Implosion of Thinking Machines | Can VC Survive Public Market Pricing Today? | ClickHouse and Replit's New Rounds: Analysed

Jan 22, 2026 · 01:18:02

✨ The viability of VC is questioned amidst public market pricing and AI's impact.

01:18:02

20VC: How Model Performance is Plateauing | Two Key Rules for Effective Deal-Making | Company Building Lessons from Keith Rabois, Brian Halligan and Pat Grady | Why Enterprise AI Adoption is Years Off with Harvey CEO Winston Weinberg

Jan 19, 2026 · 01:13:53

✨ Winston Weinberg discusses Harvey's success and the slow adoption of enterprise AI.

Harvey CEO Winston Weinberg

01:13:53

20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman

Jan 16, 2026 · 45:56

✨ Noam Lovinsky explores how AI impacts product development and leadership roles.

Noam Lovinsky

45:56

20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Jan 15, 2026 · 01:28:12

✨ Anthropic's $10B fundraise and Claude's potential to surpass Cursor are discussed.

01:28:12

20VC: a16z's $15BN Fundraise with Alex Rampell | The Best Companies Have Hostages Not Customers | The Best Founders Materialise Capital, Customers and Labour | Mid-Sized Funds with Die and The Future of Venture Capital

Jan 12, 2026 · 01:17:01

✨ Alex Rampell discusses a16z's $15BN fundraise and the future of VC.

Alex Rampell

01:17:01

20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs

Jan 11, 2026 · 01:13:34

✨ ElevenLabs achieved a $6.6B valuation with a unique growth engine.

Luke Harries

01:13:34

20Sales: Why the Best Sales People are F***** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets

Jan 9, 2026 · 01:09:35

✨ Chad Peets discusses the challenges and strategies for recruiting top sales talent.

Chad Peets

01:09:35

20VC: Groq's $20BN NVIDIA Acquisition | Manus Acquired by Meta for $2BN | Why Sam Altman Does Not Care About Dilution | Navan Trading at 4x ARR & Why Going Public Does Not Make Sense Anymore | The Rise of Invisible Unemployment and Labour Markets in 2026

Jan 8, 2026 · 01:23:47

✨ Analysis of major AI acquisitions: Groq ($20B by NVIDIA) and Manus ($2B by Meta).

01:23:47

20VC: $0-$260M in Revenue in Three Years: How We Did It | You Need to Work Weekends to Win — Most Founders Aren't Ambitious Enough | The Revolut Playbook: Speed, Urgency, Extreme Ownership, and Zero Excuses with Alan Chang @ Fuse Energy

Jan 5, 2026 · 56:51

✨ Fuse Energy scaled from $2M to $400M revenue in three years.

56:51

← Prev 1 2 3 … … 71 72 Next →

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Episodes (Page 2)

Track New Episodes & Guest Appearances